401(k) · DOL Form 5500 · 2024

Complex Community Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
150
Participants Small participant base
67th
Percentile by assets National rank
$111,811
Avg per participant Below avg balance/head
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Official DOL plan name: Complex Community Federal Credit Union 401(k) Plan and Trust · Sponsored by Complex Community Federal Credit Union · Texas · Finance & Insurance

$17M in assets, 150 participants

Complex Community Federal Credit Union's Complex Community Federal Credit Union 401(k) Plan and Trust reported $17M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,370 in Finance & Insurance (8,549 peers)

Coverage in Texas

Complex Community Federal Credit Union 401(k) Plan and Trust covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,370
in Finance & Insurance (8,549 peers)
+11.7%
assets growth YoY

Complex Community Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Complex Community Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,771,693 Top 33% higher than 67% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Complex Community Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Complex Community Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Complex Community Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Complex Community Federal Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Complex Community Federal Credit Union 401(k) Plan and Trust reported participants rose from 143 in the plan year 2023 filing to 150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751087169 · Complex Community Federal Credit Union PY 2024 · 401(k)

Complex Community Federal Credit Union 401(k) Plan and Trust · $17M · 150 · 67th

  • VS-ST $17M
  • BOY 150
  • SCH 67th
  • EBSA 401(k)
  • PART near 401(k) Profit Sharing Plan for Employees of Incompass Healthcare
  • TYPE ind #4370

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

Complex Community Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Complex Community Federal Credit Union 401(k) Plan and TrustComplex Community Federal Cr…$17M401(k) Profit Sharing Plan for Employees of Incompass Healthcare401(k) Profit Sharing Plan f…$17MLongfellow Real Estate Partners, LLC 401(k) PlanLongfellow Real Estate Partn…$17MVictory Sales, Inc. Profit Sharing Plan & TrustVictory Sales, Inc. Profit S…$17MShady Maple Farm Market & Smorgasbord 401(k) Profit Sharing PlanShady Maple Farm Market & Sm…$17M
End-of-year total assets ($M) among Complex Community Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN751087169
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Complex Community Federal Credit Union)

Sponsor-wide plan assets over time

All Complex Community Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.234589795866093% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $16.8M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 140 $13M
2023 1 143 $15M
2024 1 150 $17M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Complex Community Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Complex Community Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.016771693 · Participants: 150Complex Community Federal Credit Union 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Complex Community Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Complex Community Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Complex Community Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Incompass Healthcare in IN ($17M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Complex Community Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Complex Community Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 11.7% during 2024, from $15M to $17M. Reported net income was $2M.
How have Complex Community Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Complex Community Federal Credit Union's sponsor-wide assets grew 28.2%, from $13M to $17M.
Which 401(k) plans are similar in size to Complex Community Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Incompass Healthcare in IN ($17M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Complex Community Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751087169.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.